We are live on ! Find out more
NXG

NXG NextGen Infrastructure Income Fund

35 hedge funds and large institutions have $67.6M invested in NXG NextGen Infrastructure Income Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more capital invested

Capital invested by funds: $33.8M → $67.6M (+$33.8M)

19.41% more ownership

Funds ownership: 18.28%37.69% (+19%)

13% more funds holding

Funds holding: 3135 (+4)

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.3M +$27M +559,766 New
Morgan Stanley
2
Morgan Stanley
New York
$8.16M -$37.1K -770 -0.5%
Comerica Bank
3
Comerica Bank
Texas
$4.33M +$867 +18 +0%
CA
4
Cornerstone Advisors
North Carolina
$3.92M +$3.87M +80,384 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.11M +$399K +8,291 +15%
GC
6
Guggenheim Capital
Illinois
$2.68M +$591K +12,281 +29%
CA
7
CoreCap Advisors
Michigan
$2.17M +$210K +4,370 +11%
JWCA
8
J.W. Cole Advisors
Florida
$1.81M +$121K +2,507 +7%
Stifel Financial
9
Stifel Financial
Missouri
$1.77M +$416K +8,648 +31%
LCM
10
Landscape Capital Management
New Jersey
$1.7M +$1.68M +34,819 New
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.48M +$211K +4,379 +17%
Raymond James Financial
12
Raymond James Financial
Florida
$1.41M -$164K -3,414 -11%
AFP
13
Ausdal Financial Partners
Iowa
$1.35M +$103K +2,141 +8%
LPL Financial
14
LPL Financial
California
$923K +$39K +811 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$768K +$92.5K +1,921 +14%
Osaic Holdings
16
Osaic Holdings
Arizona
$678K +$79.3K +1,646 +13%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$634K -$15.8K -329 -2%
UBS Group
18
UBS Group
Switzerland
$611K +$42.8K +889 +8%
VFA
19
Valeo Financial Advisors
Indiana
$417K -$362K -7,515 -47%
Invesco
20
Invesco
Georgia
$400K +$163K +3,376 +70%
OC
21
Oppenheimer & Co
New York
$394K +$160K +3,332 +70%
PAG
22
Private Advisor Group
New Jersey
$391K +$1.83K +38 +0.5%
SWA
23
Stratos Wealth Advisors
Ohio
$356K +$57.8K +1,200 +20%
KPWS
24
Kestra Private Wealth Services
Texas
$264K +$6.16K +128 +2%
WAM
25
Wolverine Asset Management
Illinois
$240K +$237K +4,932 New

NXG Hedge Fund Activity: Q3 2025 in Review

35 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NXG NextGen Infrastructure Income Fund (NXG) for Q3 2025, worth a combined $67.6M — up 100% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NXG positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $27M. The largest seller was Aristides Capital, exiting entirely with an estimated $557K sold.

  • 35 institutional investors held NXG NextGen Infrastructure Income Fund (NXG) as of Q3 2025, up from 31 in Q2 2025.
  • Funds reported $67.6M of NXG NextGen Infrastructure Income Fund stock for Q3 2025, up 100% quarter-over-quarter.
  • 8 funds opened new NXG NextGen Infrastructure Income Fund positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest NXG NextGen Infrastructure Income Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $27M added.
  • The largest NXG NextGen Infrastructure Income Fund seller in Q3 2025 was Aristides Capital, an estimated $557K sold.

Based on aggregated 13F filings for Q3 2025.